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Excel Actual vs Target Chart

You are here: Home / Excel Charts / Excel Actual vs Target Chart
Excel Actual vs Target Charts
November 6, 2019 by Mynda Treacy

Often, you’ll find Actual vs Target charts based on categorical data in the form of a column chart, however they’re slow to read.  Thankfully we can make a big improvement in how quick and easy they are to read with a few simple changes.

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Two Series Actual vs Target Chart

Let’s take the two series actual vs target chart example below. It’s slow to interpret because it takes time for the reader to compare the height of each column for each category on the horizontal axis:

two series actual vs target chart

Whereas with two changes we can compare the actual to target at a glance, almost without even focusing on the chart columns at all! This effect is often called a thermometer chart.

thermometer chart

It’s so clear that we can still see the actual vs target in our peripheral vision while focusing on the vertical and horizontal axes. It reminds me of those magic eye pictures where in order to see the 3D picture you don’t focus on the detail. If you were a kid in the 90s, you’ll know what I mean!

Three Series Actual vs Target Chart

Sometimes we’ll have three series; actual vs target vs forecast, or as in the example below, stretch target:

three series actual vs target chart

We can use a similar technique, this time displaying the stretch target as a dashed line:

stretch target as a dashed line

Creating Thermometer Charts

Steps for creating thermometer charts:

Step 1: Select one of the series in the chart > CTRL+1 to open the format data series pane

Step 2: Go to the Series Options tab > set the series overlap to 100%

set the series overlap to 100 %

Step 3: Go to the paint bucket icon > set the Fill to ‘No fill’. Give the border a darker colour and increase the width.

set the fill to no fill

If you’re working with a 3 series chart,

Step 4: Change the chart type to a Line with Marker via the Chart Design tab:

change chart type to a line with marker

Step 5: Format the line to ‘No line’

format the line to no line

Step 6: Format the Marker to the dash built in style and size 14, or whatever you think is appropriate for the width of your chart columns:

format the marker

Related Lessons

Charting Variances in Excel – a bit of fun with emojis!

variance chart

Excel Actual vs Target Charts
Mynda Treacy

Microsoft MVP logo

AUTHOR Mynda Treacy Co-Founder / Owner at My Online Training Hub

CIMA qualified Accountant with over 25 years experience in roles such as Global IT Financial Controller for investment banking firms Barclays Capital and NatWest Markets.

Mynda has been awarded Microsoft MVP status every year since 2014 for her expertise and contributions to educating people about Microsoft Excel.

Mynda teaches several courses here at MOTH including Excel Expert, Excel Dashboards, Power BI, Power Query and Power Pivot.

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Category: Excel Charts
Previous Post:Checking values in range objects with vbaChecking Values in Range Objects With VBA
Next Post:Overlay Line Chart LabelsOverlay Line Chart Labels

Reader Interactions

Comments

  1. Rashad

    March 17, 2020 at 5:56 am

    Hello Mynda
    thank you very mcuh for your effort. your vedios are really beneficial.

    i have a question if you can help me, how can i show the delta between the actual and target

    Reply
    • Mynda Treacy

      March 17, 2020 at 3:16 pm

      Hi Rashad,

      Glad you find our content helpful 🙂 In terms of showing the difference between Actual and Target, you can do this a number of ways:

      1. Add it as a series on the secondary axis
      2. Use custom chart labels linked to the variance
      3. Only plot the variance in the chart
      4. Show the variance in the axis labels

      Hope that gives you some ideas.

      Mynda

      Reply
      • Rashad R alyaheby

        March 18, 2020 at 10:41 pm

        Thank you very much Mynda for your help. the answer is very usfel

        Reply
  2. Allyn

    November 14, 2019 at 9:02 pm

    Hi Mynda, as always this is so simple yet effective. Thank you. But I do have a question regarding data labels. I would like to have data labels for the Actuals and there are various options for label position but I cant make the Actual data labels appear above the Target column, instead they float above the actual so for some they are within the target column, some overlap and some are above. Any advice please?

    Reply
    • Mynda Treacy

      November 14, 2019 at 9:14 pm

      Hi Allwyn,

      Glad you liked it. Label position can be a problem in cases like you describe. The solution is to add a dummy series to your chart that is higher than the target values, then you can assign the “actuals” labels to that series using the ‘Value from cells’ option. Then hide the dummy series by setting its fill colour to none. See step 8 in this post for Value from Cells.

      Mynda

      Reply

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